Brittany leads our Financial Planning and Advice platform. Her areas of expertise include tax planning, retirement income distribution, corporate and executive benefits, small business consulting, and charitable gift planning.

Brittany is passionate about helping others! After 10 years in the mortgage lending industry, she saw the need in her community for personalized financial planning, and feels honored and proud to guide and advise individuals and families in their financial journey. She truly believes that her financial guidance will improve the lives of her clients, give them confidence, and inspire them to live generously!

Brittany was born in Canada (yes, she speaks French), and has lived in Kentucky, “bleeding blue,” since 2007. Her husband, Rob, along with their three children, Tripp, Coleman, and Elisabeth, are members of Journey Church in Versailles. In her spare time, she loves traveling, visiting with friends and family, wine tasting, photography, and volunteering with Christian Appalachian Project, Habitat for Humanity, The Nest Center for Women, Children & Families and many other non-profits.

Education & Accomplishments

• Bachelor of Science in International Finance, University of Alabama
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Securities Agent State Law Exam
• Life and Health Insurance Licenses
• Professional Designations:
• BFA™ - Behavioral Finance Advisor
• CERTIFIED FINANCIAL PLANNER™ practitioner
• ChFC® - Chartered Financial Consultant
• CLTC® - Certified Long-term Care Consultant
• FIC - Fraternal Insurance Counsellor
• RICP® - Retirement Income Certified Professional 

Growing up in eastern Kentucky taught Rob several important lessons: to love his fellow Kentuckians and to have their back. This is demonstrated daily in his support for charitable causes benefitting these communities, his life’s work in financial planning, and the love he has for his family.

Always the ‘steady one’, Rob possesses innate leadership qualities which serve him well as a Wealth Advisor at Thrivent, a Board Member with both the Christian Appalachian Project and Habitat for Humanity of Lexington and coaching of his son’s sporting events.

Aside from these important responsibilities, Rob also loves his University of Kentucky Wildcats and has a fondness for things starting with the letter ‘B’: boxing, barbecue, bourbon, and Brittany.

Education & Accomplishments

• Bachelors of Finance, University of Kentucky
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance Licenses
• Professional Designations:
• FIC - Fraternal Insurance Counsellor

Liz leads our Service team out of Louisville and focuses on servicing our existing clients well. Liz' expertise is in accumulation planning and balancing competing goals. She is masterful at guiding our clients through big changes in life. She works very well (and patiently!) with clients who are going through transitions like: Getting married, having children, graduating children (and paying for college!), navigating divorce, and has a passion for helping widows/widowers. Liz prides herself on relationship management, and loves being a resource to her friends and clients that need that extra care during difficult times.

Liz was born and raised in Kansas City (Missouri!) and has lived in Louisville since 2005. She and husband, Aaron, and daughters, Miranda & Lauren are members of Our Savior Lutheran Church where Liz loves singing in the church Praise Team.

She enjoys hiking and camping, and Clifty Falls State Park in Indiana is a family favorite. To avoid collecting (and keeping) large breed dogs, the family's two 'pups' have a constant influx of playmates through MisPits and Friends Rescue where they have been fostering since March 2020.

Liz has a passion for meeting other non-profits in the area, too, and finding creative ways to support their mission. In the recent past, Liz has made cake pops with Cupcakes & Confidence, played virtual trivia with Critically Loved, cooked for Ronald McDonald House, packed meals with Love the Hungry, and painted siding with Habitat for Humanity. She is always looking for new ways to support her community.

Education & Accomplishments

• Bachelor of Arts in Psychology, Washington University in St. Louis
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance Licenses
• Professional Designations:
• BFA™ - Behavioral Finance Advisor

Coming from a family of teachers and pastors, Jordan always knew he wanted to help others. Jordan has always sought out opportunities to give back, whether coaching a mock trial team at University of Kentucky Law School or serving on the boards of First Alliance Church and Isaiah House.

After a stint teaching high school and another practicing law in Lexington, his found the right fit in financial advice. His analytical and legal skills help him design the best strategies for each family's unique situation, while his teacher's heart ensures that clients understand and are comfortable with every step along the way.

Jordan and his wife, Heather, have two little girls under 3 and live in Wilmore, just a few blocks from Jordan's childhood home. Outside of work, Jordan enjoys a good cup of coffee or grilling on the back porch, a game of chess, or a hike in the Red River Gorge. 

Education & Accomplishments

• Bachelor of Arts in History and Latin, Asbury University
• Master of Arts in History, University of Kentucky
• Juris Doctor from Wake Forest University School of Law
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance Licenses

Beth joined the Inspired Wealth Advisors team in 2018. She is our Director of Communications, and manages the office to ensure our clients receive excellent service. Beth is an insurance-licensed Support Associate, and can manage many of our clients service-related needs. You'll also hear from Beth when you call to schedule an appointment, and when we want you to know something important from the team.

She is a lifelong Thrivent member and has a passion for helping other members find creative ways to use their membership benefits. She and her family are parishioners of St. Elizabeth Ann Seton in Lexington, KY - where husband, Joe, formerly served on the staff.

In her spare time, Beth can be found doing yoga, swimming, enjoying the outdoors, organizing, or spending time with her family and friends. She's recently been spending her weekends cheering son, John, at his Ultimate Frisbee tournaments, and daughter, Cate, at her Dance competitions.

Beth has a passion for health and families, and enjoys coordinating delicious and nutritious lunches for our team and clients!

Education & Accomplishments

• Bachelor of Arts, Food and Nutrition Emphasis, St. Olaf College
• Life & Health Insurance Licenses

Erika joined the team in October of 2023 as our Administrative Assistant/Marketing Specialist. She is Beth's "right-hand woman" and assists her in servicing our clients and scheduling appointments. She helps run and maintain our social media sites, our website, and coordinating events.

Erika graduated from Bowling Green State University in 2022. About a year later Erika and her husband, Tom, moved down to Lexington from Cleveland, Ohio. They are excited to continue to get to know the city and everything it has to offer.

In her spare time, Erika loves playing sports, dancing, singing and baking. She loves Harry Potter and Disney, and has seen the movie Titanic more times than she can remember. Erika and her husband have also picked up running and have participated in 5Ks in Lexington and surrounding areas.

Education & Accomplishments

• Bachelor of Science in Business Administration, Bowling Green State University